See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,221 | $185,822-32.6% | $169,993-26.3% | $139,434-10.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.99% | 60.50%-29.5pp | 53.37%-22.4pp | 372.94%-341.9pp |
| Employer contribution / active EE | $30,528 | $7,590+302.2% | $6,785+349.9% | $4,751+542.6% |
| Participant deferral / active EE | $20,055 | $11,622+72.6% | $10,408+92.7% | $6,710+198.9% |
| Admin fee / account holder | $311 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |